LAKE CASITAS ROWING ASSOCIATION (EIN 260336670) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

Wendy Gillett

Phone

8052588550

Tax Period

2022-07-01 to 2023-06-30

LAKE CASITAS ROWING ASSOCIATION, founded in 2007, is a small nonprofit in the Recreation & Sports sector that reported $436K in total revenue in fiscal year 2022. Revenue decreased 7% compared to the prior year.

Mission

THE ASSOCIATION PROVIDES AN EDUCATIONAL PROGRAM AT LAKE CASITAS, CA, TO PROMOTE ROWING ACTIVITIES WITH ONGOING INSTRUCTION AND TRAINING OF COMMUNITY MEMBERS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $375,025

Program Service Revenue $44,377

Investment Income $8,137

Other Revenue $8,175

TOTAL REVENUE $435,714

Expense Breakdown

Grants Paid $0

Salaries & Benefits $225,299

Fundraising Expenses $0

Program Expenses $373,643

Other Expenses $227,855

TOTAL EXPENSES $453,154

Year-over-Year Comparison

	2022	2021	Change
Revenue	$435,714	$468,721	-0.1%
Expenses	$453,154	$460,017	0.0%
Net Income	$-17,440	$8,704	-3.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
--	PRESIDENT	0.50	Director	$0	$0	$0
DEBORAH MUNDAY	SECRETARY	0.50	Director	$0	$0	$0
DON DAVIS	TREASURER	0.50	Director	$0	$0	$0
KRISTY CANTRALL	DIRECTOR	0.50	Director	$0	$0	$0
GRETCHEN LARSON	DIRECTOR	0.50	Director	$0	$0	$0
COURTNEY LANE	DIRECTOR	0.50	Director	$0	$0	$0
AMY BISGARD	DIRECTOR	0.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$435,714	$453,154	$233,902	$-17,440
2022	$468,721	$460,017	$260,644	$8,704
2021	$447,435	$412,854	$316,711	$34,581
2020	$382,874	$360,894	$235,602	$21,980
2018	$383,992	$355,925	$209,691	$28,067

LAKE CASITAS ROWING ASSOCIATION